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Created On: 01/24/2023
in Accounts Home Services
Pathway: Customer > Search > Accounts The following article details how to edit or end an active service for a site. Permissions The following permissions are are required to edit and end an active service: Permissio...
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Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Acc...
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Created On: 01/24/2023
in Accounts Home Notes Pathway: Customer > Search - Accounts The Customer Service screen provides access to a variety of ways notes can be added to accounts/sites, services and work orders. This article provides an overview on the different note types with lin...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool provides a way for users to communicate issues and requests to Navusoft. There are two types of Navu Requests users: General users and Administrative users. General users ca...
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Pathway: Accounts > Search > Accounts Notes provide an option to record information or interactions with a customer that can be referred back to. Notes only display on the account calendar for the day it was added and do not generate fol...
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Pathway: Accounts > Search > Accounts The View Contacts tool, accessible in the Account Details section of the customer service screen, provides users the ability to add and edit contacts associated with accounts and sites. P...
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Created On: 01/24/2023
in Accounts Home Services Pathway: Customer > Search > Accounts The following process applies to scheduling On-Call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your compa...
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Created On: 01/24/2023
Topic Article Add New Account Add Service Type ...
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Created On: 01/24/2023
in Accounts Home Services Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site to another. Because transferring servi...
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Pathway: Accounts > Accounts Request Management The Account Request Management tool exhibits both customer-initiated and customer service-added account requests for all accounts. Upon entry, all open requests are displayed by default. To narr...